Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$386K Hold
2025
Q1
$315K Sell
2024
Q4
$642K Hold
2024
Q3
$416K Buy
2022
Q4
Sell
2022
Q3
$281K Buy
2022
Q2
$236K Sell
2022
Q1
$455K Hold
2021
Q4
$446K Sell
2021
Q3
$335K Buy
2021
Q2
$231K Hold
2021
Q1
$227K Buy